Richard Lewis is a CFA charterholder with seven years of industry experience. He has worked at White Stork Asset Management LLC since 2018 and previously at Raj Vasudevan LLC from 2016 to 2018. He is based in Irvine, CA. White Stork Asset Management provides discretionary investment management to individuals, non-profit organizations, and institutions, focusing mainly on equities and U.S. Treasury securities. The firm’s bottom-up, fundamental investment approach emphasizes undervalued market leaders for long-term holding, active allocation, and risk controls at the position level, serving a client base that includes a notable share of non-U.S. investors.

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.

Michael Vaughn is a Series 65-licensed financial advisor with Vaughn Investment Advisors Inc. in Tustin, CA, where he has worked since 2007. He has 12 years of industry experience. Vaughn Investment Advisors Inc. is a fee-only registered investment adviser managing approximately $74.85 million in assets. The firm serves individuals, retirement accounts, trusts, pensions, profit-sharing plans, and corporations, using a team-based investment process that combines top-down macro analysis with bottom-up security selection and emphasizes diversification through ETFs and ETNs.

Robertina Gama is a financial advisor at GAMA Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has been with the firm since 2019. GAMA Wealth Management primarily serves high-net-worth individuals, managing approximately $29.6 million across nine client accounts through a wrap-fee asset management program. The firm offers discretionary portfolio management using fundamental analysis and a range of investment strategies, maintaining a small, concentrated client base that includes a significant portion of non-U.S. clients.

Clifford Kolson is a financial advisor with Generational Wealth Strategies in Irvine, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Advantage Asset Management, Inc. since 1994. Outside of advising, Kolson is a licensed California real estate broker and also works as an insurance agent. Generational Wealth Strategies provides discretionary investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, non-public businesses, and charitable entities. The firm employs a structured investment approach that incorporates portfolio management, alternative exposures, and family-oriented services.

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.

Shiyi Zhang is a CFA® charterholder and holds a Series 65 license with five years of industry experience. She has worked at Illumine Investment Management, LLC since 2021 and previously held roles at Leju USA LLC and the University of California. Outside of advising, she has experience as an assistant manager in retail. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients by providing discretionary and non-discretionary investment management alongside integrated financial planning. The firm employs a quantitatively driven investment approach using proprietary multi-factor models and customizes portfolios based on client objectives and risk tolerances.

Nitai Chokshi is a financial advisor at Chokshi & Queen Wealth Advisors in Irvine, CA, holding a Series 65 credential with one year of industry experience. Prior to joining the firm, he worked at Tillys Inc and Chokshi & Shah CPA. Outside of advising, he serves as an assurance partner at Nitai & Company Financial Group, providing audit and accounting services. Chokshi & Queen Wealth Advisors serves individual investors, trusts, retirement plans, and institutions with asset management, financial planning, and retirement consulting. The firm combines fundamental, technical, and quantitative analysis in managing portfolios that include stocks, bonds, ETFs, mutual funds, and derivatives, and offers both discretionary management and standalone financial plans.

Jordan Ver Hoeve is a financial advisor with Castle Capital Management in Irvine, CA, holding a Series 65 designation and one year of industry experience. Prior to joining Castle Capital Management, he worked at Ameritas Advisory Services, Equity Services Inc, and National Life Group. Outside of finance, he is also an independent artist. Castle Capital Management provides portfolio management and financial planning services for individuals, trusts, estates, corporations, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to construct tailored allocations and implements third-party strategies for custodial and self-directed brokerage accounts.

Christopher Baum is a CFA® and holds a Series 65 license with 13 years of industry experience. He has worked at Coastal Capital Advisors since 2020 and previously spent seven years at Private Management Group, INC. Christopher operates out of Irvine, CA. Coastal Capital Advisors serves individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans by providing discretionary investment management alongside comprehensive financial planning and wealth management. The firm employs a blend of active and passive, long-term, value-based asset allocation using customized portfolios and integrates outside specialists and services into client programs.

David Young is a CFA® charterholder with nine years of experience in financial advising at Ambrosia Asset Management in Corona, CA. He has been involved in business ventures outside finance, including Ambrosia Herb Tea, LLC, and has worked full-time at Sunrider International since 2005. Ambrosia Asset Management is a small, owner-operated registered investment adviser serving individual and institutional clients through discretionary Separate Managed Account services. The firm employs a rule-based relative-strength strategy focused on U.S. equities and options on the S&P 500, combining technical and fundamental analysis with backtesting.

Andrew Ryan is a financial advisor with Klein Pavlis & Peasley Financial, Inc. based in Irvine, CA. He holds a Series 66 designation and has seven years of industry experience. Ryan’s background includes roles at Magic Elite, Bank of America, Merrill, and KPP Financial. Outside of finance, he owns and operates a basketball coaching program focused on training youth fundamentals in Southern California. Klein Pavlis & Peasley Financial provides discretionary investment management services to individuals, including high-net-worth clients, and corporate entities. The firm emphasizes client education through public newsletters and online classes and integrates a third-party digital estate-planning service into its advisory process.

Jason Topor is a financial advisor at Klein Pavlis & Peasley Financial, Inc. He holds a Series 65 designation and has 21 years of industry experience, all of which has been with his current firm since 2005. The firm provides discretionary portfolio management primarily for individual and high-net-worth clients, combining model-based asset allocation with estate-planning education and management of held-away accounts. Klein Pavlis & Peasley also offers a weekly periodical and public educational programming, distinguishing itself by integrating investment management with fee-based publications and educational services.

Bing Cao is a financial advisor at Sky Vision Wealth Management Corp. with five years of industry experience. He holds a Series 65 designation and previously worked at Platinum Eco Capital, Hercules Investments, and Beijing Vitality Textiles Co. Ltd. Cao is also the founder and CEO of Egret Wealth Group LLC, a life and health insurance sales and services business. Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily for high-net-worth and other individual clients. The firm employs a range of analytical techniques and investment vehicles, serving approximately 82 clients with a three-advisor team managing about $101 million in assets.

Gail Gonzales is a financial advisor at Financial Equations Advisors, Inc. in Corona, CA, holding a Series 65 designation with five years of industry experience. Her prior work includes roles at Collier Simon, Spinifex, Ignited, CoBird, and Gearys. Financial Equations Advisors serves individual and business clients with comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses an asset-allocation framework combined with technical analysis and may engage third-party sub-advisers while maintaining oversight.

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.

Micki Hicks is a financial advisor at The Leonard Financial Group, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with the firm since 2015. The Leonard Financial Group serves individual clients, including high-net-worth and non-HNW households, as well as charitable and organizational clients. The firm provides financial planning, investment management, and consulting services, utilizing a formal planning process combined with portfolio management that includes advanced trading strategies and regular account reviews.

Richard Yang is a financial advisor at BOS Taurus with two years of industry experience. He holds a Series 65 credential and has previously worked at Brightwater Associates. Yang also serves as an Academic Dean for a private school. BOS Taurus provides ongoing portfolio management and standalone financial planning primarily for individual clients. The firm operates under a fiduciary standard, employing personalized Investment Policy Statements and discretionary portfolio management that includes mutual funds, ETFs, fixed income, real estate funds, annuities, and cryptocurrencies, utilizing both long- and short-term trading strategies.

Scott Jones is a financial advisor at Sumnicht & Associates, LLC with 18 years of industry experience. He holds a Series 65 credential and has been with Sumnicht & Associates since 2007. He is also associated with Berry Network, Inc., where he has been involved since 1989. Sumnicht & Associates is a boutique family-wealth advisory firm serving high-net-worth families, trusts, foundations, and estates. The firm uses a multidisciplinary, team-based approach and primarily implements portfolios through ETF-based allocation models managed by an affiliated adviser, focusing on a small client roster and maintaining a family office relationship with a single family.

Steve Rumsey is a financial advisor with Optimus Advisory Group in Dickson, TN, holding a Series 63 designation and 17 years of industry experience. He has been with Optimus Advisory Group since 2008. Outside of his advisory role, he is involved in the sale of life, fixed and term, health, and fixed annuities through various insurance companies. Optimus Advisory Group serves individuals, families, trusts, pension and profit-sharing plans, and other business entities with financial planning and investment management. The firm uses a combination of strategic asset allocation, market analysis, and proprietary algorithms to manage tactical ETF and mutual fund portfolios and also offers model portfolio services and investment signals to other advisors.