Matthew Mcmanus is a CFP® and holds a Series 66 license, with 17 years of industry experience. He is currently with Optivest, Inc. and Gramercy Securities, Inc., having previously worked at MML Investors Services, LLC and MetLife Securities Inc. Outside of his advisory work, he is involved in managing a short-term rental vacation home in Lake Arrowhead, CA. Optivest, Inc. provides money management and family office services to individuals, families, trusts, foundations, and other private entities. The firm emphasizes customized portfolio construction using strategic asset allocation and tactical refinements, offering both discretionary and non-discretionary asset management along with access to third-party managers and alternative investments.

Ross Herman is a Series 65-licensed financial advisor with 16 years of industry experience. He serves as CEO of HIP Investor, Inc. and is the Managing Member of HIP Investor Ratings LLC, a firm that produces and licenses investment ratings and research. Herman’s career includes roles at Sonoma Private Wealth LLC and long-term involvement with HIP Investor entities. HIP Investor, Inc. provides investment advisory and portfolio management services to individuals, families, family offices, foundations, corporations, and registered investment advisers. The firm combines fundamental security analysis with a proprietary impact framework that integrates human, social, and environmental metrics alongside financial factors, offering discretionary management, custom consulting, and separately managed accounts.

Brandon Clark is a CFP® with seven years of industry experience currently at The Clark Group Asset Management. His prior experience includes roles at Bank of America, Merrill, William Morris Endeavor, and Paradigm. Outside of financial advising, he works part-time as a tennis instructor at the Beverly Hills Tennis Center. The Clark Group Asset Management provides investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm utilizes a blend of fundamental and technical research to create tailored portfolios that include a range of asset classes and permit the use of derivatives and option strategies.

Nancy Challenger is the principal of Challenger Wealth Management with 40 years of industry experience. She has worked at Challenger Wealth Management since 2002 and previously at Royal Alliance Associates for 27 years. Nancy holds Series 63 and Series 65 licenses and provides long-term care and term insurance sales upon request. Challenger Wealth Management advises individual clients, including high-net-worth and non-high-net-worth individuals, as well as pension, profit-sharing, and charitable accounts. The firm offers discretionary asset management, third-party sub-adviser programs, and comprehensive financial planning, utilizing customized asset allocations and a long-term investment approach across various securities.

Chia Liang Lian is a CFA® charterholder and financial advisor at Crosslight Global Investment Partners, LLC with nine years of industry experience, including a prior role at Western Asset Management. After a two-year sabbatical, Lian joined Crosslight Global in 2026. Crosslight Global Investment Partners is a boutique advisory firm serving employer plan sponsors, RIAs, and individual clients with retirement plan consulting, private wealth management, sub‑advisory portfolio management, and project-based engagements such as litigation support. The firm uses a multi-asset, risk-managed investment approach that integrates fundamental, quantitative, and technical analysis alongside artificial intelligence and machine learning tools.

Iris Aillaud is a financial advisor at Sagent Wealth Management with five years of industry experience. She holds the Series 65 and Series 66 designations and has worked at Sagent Capital, LLC since 2019. Prior to that, she was employed at HomeMaker and Whirlpool. 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 planning, retirement, and estate-planning coordination, utilizing a blend of proprietary model portfolios, customized strategies, and third-party managers.

Samantha Dalby is a financial advisor at Spearhead Advisors, LLC with a Series 65 credential and four years of industry experience. Her work history includes roles at Spearhead Investments, Essential Trust Financial, Coto Insurance, and DaVinci Financial. Spearhead Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, retirement plan consulting, and limited financial planning integrated with investment management. The firm constructs individualized portfolios based on fundamental analysis of public securities and offers clients flexibility to impose investment restrictions.

Scott Anderson Jr. is a CFP® with 20 years of industry experience, currently serving as an advisor at GW Financial since 2014. He also operates Scott Anderson Financial, Inc. and has been an instructor in accounting at Chapman University since 2010. In addition to his advisory roles, he provides personal tax services as a CPA and enrolled agent. GW Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning, tax strategy, and investment management. The firm employs an evidence-based, factor-informed investment approach using broadly diversified portfolios primarily with exchange-traded funds and no-load mutual funds, offering advisory relationships through ongoing wealth management engagements.

Bradley Stephenson is a CFP® professional with 19 years of industry experience. He has been with Stephenson and Company, Inc. since 2016 and previously worked at Global Investment Solutions, LLC. The firm serves individuals, including high net worth clients, retirement plans, and other entities, offering fee-only investment management and financial planning. It employs strategic asset allocation across various securities and utilizes both fundamental and technical analysis in portfolio management.

Michele Newland is a Series 65-licensed advisor at RPM Capital Management, LLC, with nine years of industry experience. She has been with RPM Capital Management since 2012. RPM Capital Management specializes in discretionary portfolio management focused on high-yield tax-exempt municipal bonds and select dividend-paying equities. The firm serves primarily individual clients, their affiliated trusts, foundations, and family offices, emphasizing origination and due diligence within a niche municipal bond strategy.

Jerome Slusiewicz is a financial advisor at Pacific Financial Planners, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Western International Securities, Inc. for 13 years prior to his current role. He also conducts financial education workshops and seminars. Pacific Financial Planners provides investment management, financial planning, and consulting services to individuals, pension plans, estates, trusts, charitable organizations, corporate, and institutional clients. The firm employs a documented, purpose-based investing process focused on publicly traded securities and serves a diverse client base including banking institutions, insurance companies, and government entities.

John O'Neill III is a financial advisor at O'Neill Financial Management, Inc. in Lake Forest, CA, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2016. 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 approach based on Modern Portfolio Theory, emphasizing broadly diversified, mainly passive mutual funds and ETFs, and offers additional tax preparation and accounting services through a CPA principal.

Raymond Clark is a CFP® professional at The Clark Group Asset Management with 24 years of industry experience. He has been with the firm since 2005, serving as its president. The Clark Group Asset Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm employs a documented financial analysis process to tailor portfolios across various asset classes, utilizing both fundamental and technical research, and incorporates strategies such as shorting and option use.

Robert Mcdonald is a financial advisor at Fairway Capital Advisors with 16 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments, Inc. Fairway Capital Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, and employer retirement plans. The firm offers comprehensive portfolio management and financial planning, operating primarily on a non-discretionary basis with a focus on client approval and the use of third-party money managers.

James Oghigian is a financial advisor at Pavion Blue Capital, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Pavion Blue Capital since 2019. Pavion Blue Capital provides discretionary and non-discretionary portfolio management and retirement plan consulting for individuals, trusts, estates, corporations, and asset-based loan accounts. The firm employs an opportunistic, disciplined value-based investment approach focused on long-term total return and manages portfolios across multiple asset classes with a generally low turnover strategy.

Charles Mann is a financial advisor with Professional Financial Advisors Inc in San Juan Capistrano, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Professional Financial Advisors Inc since 1983 and is also associated with Independent Financial Group, LLC and NPB Financial Group, LLC. Mann holds officer and director positions at Professional Financial Advisors, Inc and Pacific Corporate Consultants, Inc, the latter providing pension-related services. Professional Financial Advisors, Inc serves individual clients, including high-net-worth individuals and business owners, offering comprehensive financial planning, retirement, estate and tax-focused analyses, portfolio asset management, and ongoing consulting. The firm employs a conservative, allocation-driven investment approach with client-directed, non-discretionary management and integrates tax and accounting expertise within its advisory model.

Elias Hakimian is a financial advisor at Crystal Cove Asset Management with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Crystal Cove Asset Management since 2005. Outside of his advisory role, he provides real estate consulting and analysis as a consultant for Coastal Realty and is a partial owner of CEEK Holdings LLC. Crystal Cove Asset Management is a California-registered firm serving individuals, foundations, and retirement plans with portfolio management, financial planning, and pension consulting. The boutique firm manages approximately $90 million across about 66 client relationships, employing customized strategies that include equities, ETFs, tactical fixed income, derivatives, and structured products.

Patrick Morehead is a financial advisor with Quiver Financial Holdings LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Global Crossing Airlines, GoJet Airlines, and several financial firms. Outside of advising, he is also active as a real estate agent and insurance sales agent, and he owns an asset protection company for personal real estate. Quiver Financial Holdings serves individual and high-net-worth clients, investment companies, and corporations by offering portfolio management, financial planning, consulting, and managed account services. The firm employs a range of investment strategies and operates a subscription newsletter providing macro commentary on emerging sectors and disruptive technologies.

Ryan Dugan is a Series 65-registered advisor at Morgan Stevens Asset Management, LLC with three years of industry experience. His background includes roles in mortgage lending and retail prior to joining Morgan Stevens. Morgan Stevens Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and corporate entities. The firm employs a diversified investment approach that integrates fundamental, technical, cyclical, and quantitative analysis along with modern portfolio theory to manage asset allocation and risk.

Lora Rommel is a CFP® professional with 30 years of industry experience, currently serving at Ehrlich Financial Group. She previously worked at Ameriprise Financial Services, Inc. for 17 years. In addition to her advisory role, she is involved in insurance sales. Ehrlich Financial Group is a four-advisor team that provides discretionary investment management, financial planning, retirement-plan advisory, and insurance consulting to individuals, trusts, estates, businesses, and retirement plans. The firm employs a customized, long-term oriented investment approach using low-cost funds, individual securities, and independent managers, supported by fundamental and quantitative research methods.