Jeff Fisher is a financial advisor with Capital Financial Consultants Group, Inc. in San Juan Capistrano, CA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Capital Financial Consultants Group since 2014 and is also associated with Independent Financial Group, LLC since 2009. Fisher is the 100% owner of JTJLIF, Inc., a holding company for Capital Financial Consultants Group. Capital Financial Consultants Group is an independent registered investment adviser serving individual clients, charitable organizations, pension and profit-sharing plans, and corporations. The firm manages discretionary portfolios tailored to clients' objectives and risk tolerance, employing a range of strategies including the use of options, short sales, and margin in separately managed accounts.

Meghan Mc Nulty is a Series 65-licensed financial advisor with Wealth Advisory Lab LLC and has three years of industry experience. She is also a licensed attorney in California and founded an estate planning law firm. Additionally, she provides biomedical consulting and business development services for a medical device company and serves as Managing Partner of a political consulting and lobbying firm. Wealth Advisory Lab LLC offers non-discretionary portfolio management and financial planning for individual and high-net-worth clients. The firm uses Modern Portfolio Theory and third-party model allocations, customizing portfolios based on clients' risk profiles, tax situations, and goals.

Brian Mandel is a financial advisor at Align Wealth Advisors with two years of industry experience. He previously worked at Cambridge Investment Research and is also the principal of The Law Offices of Brian S. Mandel, Inc., where he has practiced law for over two decades. Align Wealth Advisors serves individual investors and employer retirement plans by offering asset management, financial planning, and ERISA-sponsored plan consulting. The firm constructs portfolios using strategic asset allocation and a core-satellite approach, providing quarterly reviews and tailoring recommendations to client objectives while managing assets on a non-discretionary basis.

Mark Boyer is a financial advisor at Boyer Financial Services, Inc. with over 32 years of industry experience. He previously worked at LPL Financial for 22 years before joining his current firm. Outside of his advisory practice, Boyer serves as president of KB Edge Inc., a sports performance training facility, and is a board member of the Southern California Fellowship of Christian Athletes, a local ministry serving athletes and coaches. Boyer Financial Services provides discretionary portfolio management, financial planning, and retirement plan consulting to individual and high-net-worth clients, trusts, foundations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, tax awareness, and cost efficiency, offering strategies that include equities, fixed income, ETFs, options, and limited digital asset exposure, while incorporating third-party managers and technology tools for administrative support.

Ray Lombardo is a financial advisor at Clearview Investment Partners, LLC with 28 years of industry experience. He has been with Clearview Investment Partners since 2009 and holds Series 63 and Series 65 licenses. Clearview Investment Partners provides wealth management services to individuals, trusts, estates, and business entities, offering discretionary investment management alongside comprehensive financial planning. The firm uses proprietary asset-allocation models combined with fundamental, technical, and cyclical analysis to guide investment decisions, managing portfolios that include mutual funds, ETFs, individual securities, and Independent Managers.

Mitchell Fisher is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Pacific Sun Financial Corp since 2016. Prior to this, he worked for B. Riley Wealth Advisors, Inc. for nine years. In addition to his advisory role, he is involved in insurance sales and occasionally participates in promotional work and interviews as an author. Pacific Sun Financial Corp provides discretionary portfolio management and investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages accounts internally using fundamental analysis and tailored strategies, offering a wrap fee program and a range of investment and insurance products.

Jeff Lowe is a ChFC® credentialed financial advisor at Emerald Blue Advisors with 14 years of industry experience. He has been with Emerald Blue Advisors since 2013. In addition to his advisory role, he works as an independent insurance agent, selling traditional insurance products through unaffiliated carriers. Emerald Blue Advisors serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a mix of fundamental, quantitative, and modern portfolio theory-based strategies, offers educational seminars, and manages approximately $69 million in assets across a three-advisor team.

Grant Flanagan is a financial advisor at Western Growers Financial Services, Inc. with one year of industry experience. He holds a Series 66 license and has worked in various roles including at Gann Global Financial and Cactus Card Game LLC. Western Growers Financial Services, Inc. provides investment management and financial planning to individuals, trusts, estates, businesses, and qualified retirement plans, with a focus on professionals, pre-retirees, and retirees. The firm offers both fee-based advisory services and commissionable brokerage and insurance products, managing portfolios through fundamental analysis and accommodating smaller accounts than many independent managers.

Edward Thomas is a financial advisor at Onitus Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Prudential Insurance Company of America, Waddell & Reed, and LPL Enterprise. In addition to his advisory role, he provides tax preparation and accounting services through Hunter CPA. Onitus Capital serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, managing approximately $9.6 million for about 50 clients. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, employing a variety of asset allocation strategies and monitoring third-party managers on an ongoing basis.

Patrick Mc Cann is a CFA® charterholder with one year of industry experience. He is currently with Spearhead Advisors, LLC and has previous experience at firms including 6 3 9, iTrust Capital, Happy Money, Kingfield, and Pimco. He is the founder and consultant of Brightwork Consulting, specializing in solar financial and construction consulting. Spearhead Advisors serves individual and high-net-worth clients with discretionary portfolio management and retirement plan consulting services. The firm emphasizes fundamental analysis to create customized portfolios and offers limited financial planning at no additional charge.

Griffin Graves is a CFP® with five years of industry experience, currently serving as a financial advisor at Filigree Wealth Advisors, LLC since 2022. Prior to this, he worked at Congress Wealth Management LLC and Charles Schwab & Co., Inc. His background also includes time at Wasserman Media Group and The University of Arizona. Filigree Wealth Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a diversified investment approach, including both in-house portfolio management and third-party money managers, and offers a broad range of planning services beyond typical firm offerings.

Peter Perez is a financial advisor at Nollenberger McCullough Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Western International Securities, Inc. and Nollenberger Investment Management LLC. Nollenberger McCullough Investment Advisors provides discretionary investment management and fee-only financial planning primarily for high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm focuses on equity-based strategies and develops tailored Investment Policy Statements based on clients’ objectives, risk tolerance, and tax considerations.

Kyle De Paolo is a financial advisor with DePaolo & May Strategic Wealth LLC in Ladera Ranch, CA. He holds Series 65 and Series 63 licenses and has 16 years of industry experience, including 13 years at Mitchell Anthony Capital Management. DePaolo & May Strategic Wealth LLC serves individuals, families, and institutional clients by providing discretionary portfolio management and financial planning services. The firm’s investment approach combines multiple analytical methods and offers performance-based fee arrangements alongside standard asset-based fees.

Michael Cannivet is a CFA® charterholder with 18 years of industry experience. He has worked at Silverlight Asset Management, LLC since 2016 and previously held positions at CS Planning Corp., Palo Capital, Inc., and Fisher Investments. Silverlight Asset Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as partnership accounts and charitable organizations. The firm uses an equity-focused investment approach combining fundamental, technical, quantitative, and other analytic methods, offering both discretionary and non-discretionary management tailored to clients’ specific goals and risk tolerances.

Megan Morrice is a financial advisor at HIP Investor, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at HIP Investor since 2016, including a prior one-year term, as well as EQIS Capital Management, Inc. and ValuesAdvisor, where she serves as Head of Operations. Morrice is also the Program Director for the Sustainable and Impact Finance Initiative at the University of California, Berkeley, Haas School of Business. HIP Investor, Inc. provides discretionary portfolio management and customized consulting to individuals, families, family offices, foundations, corporations, and financial intermediaries. The firm uses a proprietary methodology that incorporates human, social, and environmental metrics alongside fundamental analysis to align portfolios with clients’ sustainability preferences and time horizons.

Marianne Durham is a financial advisor at HF Advisory Group, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked with firms including Silversage Advisors and Geneos Wealth Management. Outside of her advisory role, she is also an insurance agent providing recommendations on life insurance, annuities, and long-term care insurance, and collaborates with a financial education nonprofit. HF Advisory Group, LLC offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm manages approximately $321.5 million in discretionary assets and utilizes tools like Riskalyze and Redtail to document client objectives and risk tolerance.

Matthew Lewis is a financial advisor at Western Growers Financial Services, Inc. with 28 years of industry experience. He has held his current role since 2002 and previously worked at Sentra Securities Corporation. Lewis also serves as Director of Investments for Western Growers, a nonprofit agricultural trade association, where he provides investment and financial guidance. Western Growers Financial Services, Inc. offers investment management and financial planning primarily to professionals, pre-retirees, retirees, trusts, estates, businesses, and qualified retirement plans. The firm combines individualized portfolio management and third-party oversight with both fee-based advisory services and commission-based brokerage and insurance offerings.

Nicole Plumlee is a financial advisor with RBA Wealth Management, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at RBA Wealth Management since 2017 and previously at Purshe Kaplan Sterling Investments and Morgan Stanley Smith Barney. RBA Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and corporate entities with wealth management, financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of fundamental, cyclical, and behavioral analysis within an asset-allocation framework based on Modern Portfolio Theory, offering portfolios of individual equities, bonds, and ETFs through goal-based planning and regular rebalancing.

Jack Jentz is a financial advisor at Elevate Wealth Advisors, LLC in Newport Beach, CA, holding a Series 65 credential. He has been with Elevate Wealth Advisors since 2025 and is also associated with Elevate Financial Partners, LLC. Jentz has a background as a student at UC Santa Barbara and has experience volunteering at the Indianapolis Community Center. Elevate Wealth Advisors, LLC provides discretionary investment management, portfolio trading, and rebalancing services for individual and high-net-worth clients, focusing on an active, adaptive investment approach based primarily on fundamental analysis. The firm manages separate accounts and offers access to private investment vehicles, including a pooled private fund employing an ETF call-option long/short strategy.

Jason Prattes is a financial advisor at Prattes Wealth Partners with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial, LLC from 2010 to 2019 before founding Jason A. Prattes Financial Inc. in 2018. Prattes Wealth Partners provides investment management and financial planning services to individuals, family offices, institutions, and pooled investment vehicles. The firm employs a combination of fundamental, technical, and economic analysis in its investment process and acts as sponsor and manager of private funds, a role uncommon for similarly sized supported advisors.