Kevin Walden is a CFA® charterholder with 13 years of industry experience. He has been with Douglas C. Lane & Associates since 2020 and previously worked at Levasseur Capital Partners LLC for 12 years. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management primarily for high-net-worth individuals, families, and institutions. The firm focuses on customized portfolios emphasizing individual equity securities and fixed income, supported by proprietary fundamental research and a flexible, long-term investment approach.

Katherine Stellar is a CFP® with 27 years of experience in the financial advisory industry. She has been with Golden State Wealth Management, LLC since 2016 and has held a concurrent affiliation with LPL Financial since 2015. Based in Laguna Beach, CA, she focuses on investment advice, asset allocation, and general financial planning. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm constructs tailored portfolios using various analytic approaches and offers discretionary portfolio management as its primary advisory service.

Thomas Chiaromonte is a financial advisor at Golden State Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at LPL Financial, Chiaromonte Equity Research, and KLH Marketing. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management, tailoring portfolios through various analytic approaches and utilizing third-party managers, model portfolios, and affiliate sub-advisory models.

Jennifer Krever Shintani is a financial advisor at OneSeven with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including Financial Engines Advisors L.L.C., EF Legacy Securities, Edleman Financial Services, and Charles Schwab. Outside of her advisory work, she is a member of Banning Mountain View Estates MHP LLC, a real estate business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management, financial planning, and retirement-plan consulting, using a primarily long-term investment approach with access to alternative investments and third-party platforms.

Leon James Jr. is a CFP® professional with 39 years of experience in financial advising. He has worked at Tucker Asset Management LLC since 2022 and previously was employed at Optivest, Inc., Centaurus Financial, Inc., and Anchor Capital. He holds a Series 63 license and is also registered as an insurance agent with licenses in Accident & Health, Life, and Variable Contracts. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation process and a variety of strategies, including alternative investments, to manage portfolios on a discretionary basis.

William Sayre is a financial advisor at Wedbush Securities Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wedbush Securities since 1984. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers wealth management, fixed income, commodities, securities lending, and capital markets services, delivering both discretionary and non-discretionary portfolio management tailored to client needs.

Kasinee Meyer is a financial advisor with Encompass More Asset Management LLC in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of advisory work, she volunteers teaching and mentoring new mothers at Precious Life Shelter and serves as vice president of the Thammasat Alumni of USA, a nonprofit organization. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, private placements, and digital-asset related exposures.

Marcus Griffin II is a CFA® charterholder with 19 years of industry experience. He is currently with Lifeworks Advisors, LLC and has previously worked at Narrow Gate Wealth Management, Mariner Independent, Crawford Investment Counsel, Glenmore Advisors, and GFO Advisory Services. Griffin is also a principal at Narrow Gate Wealth Management, where he offers investment advisory services through the Mariner Platform Solutions. Lifeworks Advisors serves a broad range of clients including individuals, charitable organizations, trusts and estates, retirement plans, and businesses. The firm employs a planning-based or traditional risk-based investment approach, utilizing model strategies that combine low-cost funds, individual securities, options, and third-party managers, and integrates tax and accounting capabilities alongside proprietary client technology.

Todd Schneider is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at firms including Golden State Equity Partners and Cutter Financial Group, and has operated Schneider Wealth Management, LLC since 2011. Outside of advisory services, he is a licensed insurance agent in Texas. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm utilizes a mix of discretionary management, third-party managers, and platform solutions, including a Private Direct Investments program that allocates clients into illiquid private funds under a documented allocation policy.

Joseph Perricone is a financial advisor at Aegis Capital Corp. with one year of industry experience. He holds a Series 66 designation and has a background that includes several years in hockey organizations, most recently serving as a goalie coach for Frontier Selects. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Jace Beck is a financial advisor with Trek Financial in San Clemente, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at AXA Advisors, LLC for 17 years before joining Trek Financial in 2020. Outside of advising, Beck is involved in fixed insurance businesses and serves as a health insurance agent. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, integrating advanced portfolio construction techniques and AI tools while providing access to a broad range of model and alternative investment strategies.

Samuel Saleh is a financial advisor at Savvy with six years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes roles at Bank of America N.A., Merrill, New York Life Insurance Co, Pontem General Trading, Sobha, and Depa. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans that typically use a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Ryan Sabol is a financial advisor with Mutual Advisors, LLC, holding a Series 66 license and 22 years of industry experience. He has been with Mutual Advisors since 2013 and Mutual Securities Inc since 2004. He manages financial services consulting for family-controlled trust investments through his private consulting firm, Sabol Investments, LLC. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs a blend of active and passive strategies with multiple analytical approaches to tailor portfolios aligned with clients’ objectives, managing approximately $9.45 billion across 154 advisors.

Andrea Orlando is a CFP® with 40 years of experience in the financial services industry. She has worked at Summit Financial, LLC since 2018 and previously held roles at Purshe Kaplan Sterling Investments and Summit Equities, Inc. Ms. Orlando is also licensed to offer insurance products through multiple companies. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Ian Wardle is a financial advisor at Lifeworks Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual firms and McIlrath & Eck, LLC. Outside of advisory services, he also operates as an independent insurance agent, focusing on life, health, and variable insurance products. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm employs a planning-based or traditional risk-based investment approach using model strategies that blend low-cost funds, individual securities, options, and third-party managers, supported by proprietary technology and integrated tax and insurance services.

Kent Lalonde is a CFP® and Series 66-licensed financial advisor with 26 years of industry experience. He has been with Creative Financial Designs, Inc. since 2005 and leads the Lalonde Wealth Management Group. Outside of his advisory role, he is involved in independent insurance sales and provides retirement and investment planning, along with life and health insurance services. Creative Financial Designs serves individual, high-net-worth, charitable, corporate, and business clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers diverse strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

William Notrica is a financial advisor at Aegis Capital Corp. with 50 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at RBC Capital Markets Corporation and City National Bank. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Myhanh Hoskin is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Earned Wealth Advisors, LLC. Her prior experience includes 28 years at Charles Schwab and four years at Noho Financial, Inc Dba Forme Financial. Outside of her advisory role, she owns and manages a property rental business in Big Bear Lake, California. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals such as doctors and dentists. The firm employs a diversified, buy-and-hold investment approach informed by both internal and third-party consultants and offers integrated financial planning and discretionary wealth management services.

Mark Walton is a financial advisor with M HOLDINGS SECURITIES, Inc. based in San Juan Capistrano, CA, holding CFP® and Series 63 credentials with 40 years of industry experience. He has been involved with M Benefits Solutions and M HOLDINGS SECURITIES since 2015 and has operated Walton Financial Consulting since 1990. Walton also serves as president and director of Fortis Assurance, Inc., a captive insurance company, and holds leadership roles related to risk management and compensation oversight at affiliated entities. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services including discretionary investment management, retirement plan consulting, and insurance advisory. The firm employs suitability-based recommendations supported by ongoing monitoring and uses third-party sub-advisors and platform providers to facilitate investment management.

Brandon Bush is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Savvy since 2026. He previously spent 13 years at Integrity Financial Corporation. Outside of his advisory role, he is the president of Brandon Bush Financial Services Corporation, where he acts as an independent life insurance producer. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized investment plans using primarily index-based, long-term strategies, supplemented by active equity portfolios, tax-aware direct indexing, and integration of third-party fintech tools and specialized sub-adviser strategies.