Bradley Johnson is a financial advisor at Evergreen Capital Holdings, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Park Street Partners. Outside of Evergreen Capital Holdings, he serves as Managing Partner of Evergreen Capital Management, LLC, focusing on private fund investments, and as Minority Partner of BID, LLC, which manages private real estate investments. Evergreen Capital Holdings, LLC provides discretionary portfolio management primarily to high-net-worth individuals and a limited number of registered investment advisers. The firm emphasizes equities, including publicly traded REITs and real estate-related companies, and employs long-term, short-term, and options strategies as part of a formalized investment process.

Mahesh Jain is a financial advisor at Kuber Investments with seven years of industry experience. He holds a Series 65 designation and has worked as the CEO of Gray Matrix Inc., an IT consulting and software development business, since 2011. Kuber Investments is a boutique independent firm providing discretionary portfolio management to individuals and small businesses. The firm employs an active, fundamental investment approach with relatively concentrated and customized portfolios focused on large- and mid-cap stocks, selective ETFs, and tactical risk management.

John O'Connell is the principal of John G. O'Connell, a firm he founded in 2022. He holds Series 63 and Series 65 licenses and has 46 years of experience in the financial industry, with prior roles at firms including J Alden Associates, National Securities Corporation, and Fsic. John G. O’Connell provides investment advisory and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $24 million on a discretionary basis for about 30 clients, applying a qualitative and fundamental investment process that incorporates sector and cyclical analysis along with multiple asset allocation strategies.

Alphonse Calicchio III is a financial advisor with California Benefits and Retirement Group, LLC, where he has served as president since 2019. He holds a Series 63 designation and has 33 years of industry experience, including prior roles at Euro Pacific Capital Inc. and Alliance Global Partners. Outside of his advisory work, he is a managing member of JCAL Capital Management, LLC, a consulting firm, and serves as co-chair of Drive Out Cancer – Endless Summer Invitational, a volunteer organization that raises funds for cancer research and support for children with cancer. California Benefits and Retirement Group provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm employs a multifaceted investment approach, including charting, cyclical, fundamental, quantitative, technical analysis, and modern portfolio theory, typically focusing on long-term trading aligned with client risk tolerances.

John Dunham is the principal of Focused Capital Investment, LLC, an independent advisory firm based in Irvine, CA. He holds Series 65 and Series 66 licenses and has six years of industry experience. Prior to his advisory role, he worked at Santiago Canyon College for six years. Outside of investment advising, he is involved in tutoring activities through his firm. Focused Capital Investment provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, and corporate/business clients. The firm constructs customized portfolios using mutual funds, ETFs, individual securities, and limited partnerships, employing a primarily long-term investment process grounded in fundamental and technical analysis and modern portfolio theory. It also offers options strategies in separately managed accounts and routinely serves pension plans and corporate clients.

Corey Johnson is a financial advisor at Shorebird, LLC in Newport Beach, CA, holding a Series 65 designation with eight years of industry experience. He has worked at Shorebird Financial since 2017 and serves as Chief Analyst at Finch c/o CIP Holdings, LLC, a professional services firm specializing in accounting and finance. Prior to these roles, he was employed at General Atomics from 2011 to 2017. Shorebird, LLC is a single-advisor firm providing financial planning, ongoing advising, portfolio management, and referrals to third-party investment advisers for individuals, high-net-worth clients, and business entities. The firm’s investment approach focuses on asset allocation, model portfolios, long-term purchase strategies, and periodic rebalancing tailored to client objectives and risk tolerance.

Rajko Novakovich is a financial advisor at Old World Financial Advisors in Newport Beach, CA, holding Series 63 and Series 65 licenses with one year of industry experience. He has worked as a mortgage advisor through his sole proprietorship since 2002 alongside his current investment advisory role. Old World Financial Advisors, established in 2023, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm follows an asset-allocation-driven process managed through an Investment Policy Statement and offers non-discretionary account management with client-imposed restrictions.

Prabhu Mogulla is a financial advisor at Peaceful Advisors LLC in Tustin, CA, holding a Series 66 designation with 12 years of industry experience. His prior work includes roles at Waddell & Reed and Evrentcars LLC. Outside of advising, he is president of Profcon Inc., a staffing services company he has led since 2001. Peaceful Advisors LLC serves individual and high-net-worth clients with portfolio management and financial planning, managing $6 million in assets across nine relationships. The firm employs a variety of analytical methods to tailor portfolios and primarily manages assets on a non-discretionary basis, incorporating higher-risk strategies such as short sales, margin, and options.

Nicholas Monterrosa is a CFA® charterholder and the sole advisor at Paradox Investment Partners LLC with six years of industry experience. He previously worked at The Cypress Funds LLC from 2015 to 2019 before founding Paradox Investment Partners in 2019. Paradox Investment Partners is an independent registered investment advisor that provides discretionary investment management primarily to individual and high-net-worth clients. The firm employs an actively managed global long-short small-cap strategy combining quantitative screens with fundamental research and macro overlays, utilizing borrowing, derivatives, and performance-based compensation structures uncommon among similar independent firms.

Robert Cobb is the sole advisor at Cobb Planning Group in Santa Ana, CA, with 47 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and divides his time among advisory services, insurance sales, and estate planning consulting. Cobb is a licensed insurance agent offering life insurance and annuities. Cobb Planning Group serves primarily individual clients, including some high-net-worth individuals, by coordinating relationships with third-party money managers rather than managing portfolios internally. The firm employs a conservative investment approach with low turnover and tailors its services through detailed consultations to select appropriate third-party managers.

Jodi Selleck is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Selleck Financial Group in Irvine, CA. She has managed her firm since 2017 and also provides tax preparation services, dedicating up to half of her monthly time to this activity. Selleck Financial Group offers financial planning and portfolio management to individuals, high-net-worth clients, small businesses, and retirement plan sponsors. The firm emphasizes strategic asset allocation focused on capital preservation and income generation, incorporating a mix of investment vehicles and providing educational workshops and tax services through its principal.

Mark Robertson is a CFP® professional with 39 years of experience in financial advising. He is the principal advisor at Maxim Capital Advisors, Inc., where he has worked since 1999. He previously worked at Royal Alliance Associates, Inc. from 1998 to 2023. Robertson is also president of Maxim Capital Insurance Services, a life insurance and annuities business serving financial planning clients. Maxim Capital Advisors, Inc. provides financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm uses Modern Portfolio Theory combined with strategic, fundamental, and tactical analysis, employing Morningstar tools for portfolio optimization. It manages primarily non-discretionary accounts and offers wrap fee and non-wrap investment options.

Arthur Wiederman is the sole advisor at Wiederman & Associates with 18 years of industry experience. He has been associated with Wiederman & Associates since 1984. In addition to his advisory work, he is the managing partner of Wiederman Madurowicz Partnership, a dental practice brokerage business in California, where he is involved in listing, marketing, and selling dental practices. Wiederman & Associates is a state-registered adviser providing comprehensive financial planning services to individuals and high-net-worth clients. The firm does not manage assets directly but refers clients requiring investment management to an unaffiliated adviser based on factors such as account size and risk tolerance.

Scott Doll is a financial advisor with Doll Capital Advisors Incorporated in San Juan Capistrano, CA, holding a Series 63 designation and 42 years of industry experience. He has worked at Doll Capital Advisors since 1998 and was previously with LPL Financial for 30 years. Doll Capital Advisors serves individuals, high-net-worth clients, and charities by providing comprehensive financial planning, single-issue consulting, discretionary portfolio management, and advice on retirement accounts. The firm constructs customized portfolios using six proprietary model portfolios and incorporates technical analysis alongside a mix of mutual funds, ETFs, stocks, and selective options strategies.

Spring Chen is a financial advisor at ClassicCPA with a Series 65 credential and over a decade of experience, including 14 years at Classic CPA and ongoing service on the Orange County Assessment Appeals Board since 2017. Chen has been with Classic Capital Planning Advisors since 2026 and operates as the sole advisor at the firm. Classic Capital Planning Advisors provides comprehensive financial planning and non-discretionary investment advice to a diverse client base, including individuals, families, trusts, and nonprofit organizations, with a focus on tax-aware planning and strategic asset allocation without managing client portfolios or maintaining custody.

Jonathon Cohen is a financial advisor at Pacific Shores Investment Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has served as a financial advisor for In-N-Out Burger, Inc. since 2009, providing investment advice to principals. Pacific Shores Investment Advisors offers investment management services primarily to pooled or institutional accounts and high-net-worth clients. The firm employs a combination of fundamental and technical analysis within a Modern Portfolio Theory framework to construct diversified portfolios including individual securities, ETFs, and mutual funds.

Noah Taylor is a financial advisor at NCT Advisors in Irvine, CA, holding a Series 65 designation with two years of industry experience. He has been with NCT Advisors LLC since 2013. NCT Advisors provides discretionary investment management to individuals, high-net-worth clients, and institutional accounts, focusing on domestic and international stocks, bonds, mutual funds, and ETFs. The firm employs a long-term, risk-adjusted approach emphasizing fundamental and technical analysis, with portfolios managed to consider turnover, transaction costs, and tax implications.

Robert Lawrence Jr. is the sole advisor at Financial Strategies for Today and Tomorrow—Wealth Management Group in Santa Ana, CA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. In addition to his advisory role, he is president and owner of RSL Enterprises Inc., a tax and insurance services business. Financial Strategies for Today and Tomorrow—Wealth Management Group provides fee-based financial planning and consulting primarily to individuals and high-net-worth clients. The firm operates as a liaison to third-party money managers, offering documented goal-setting and written investment policy processes without direct portfolio management or discretionary trading authority.

Joshua Crowe is a financial advisor at Sunpath Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sunpath Financial Group Incorporated since 2020, following prior roles at Interactive Financial Advisors and Sunpath Financial DBA. In addition to financial advising, he is a licensed insurance agent offering fixed insurance and annuity products through an affiliated insurance agency. Sunpath Financial serves individual and high-net-worth clients with personalized financial planning and portfolio management, employing a Core + Satellite investment approach. The firm integrates third-party investment managers and offers educational workshops alongside insurance agency services.

Charles Rother is a CFA® charterholder with 19 years of experience in the financial industry. He is the sole advisor at Sector Logic, LP and has been affiliated with both Sector Logic and American Strategic Capital, Inc. since 2007. He is also the CEO of Top Decile, Inc., a company established as a legal buffer between his affiliated firms. Sector Logic, LP provides discretionary asset management and portfolio review services to individual investors, trustees, pension and profit-sharing plans, and corporate clients. The firm uses a proprietary systematic sector rotation and dynamic asset allocation process licensed from an affiliated adviser, applying these models primarily to mutual fund and ETF portfolios, with some strategies employing leverage, short sales, and derivatives.