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.

Ricardo Ulivi is the sole advisor at Ulivi Wealth Management in Orange, CA, with 2 years of industry experience. He has been active in his career since 1988. Outside of advising, he manages his own real estate properties. Ulivi Wealth Management is an independent, single-advisor firm providing customized investment management and financial planning services to individuals, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. The firm uses an asset-allocation driven process informed by macroeconomic analysis, offering both discretionary and non-discretionary account management with ongoing monitoring and quarterly reporting.

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.

Jonathan Berman is a CFP® certificant with 17 years of industry experience, currently serving as the sole advisor at Irontree Wealth Management, Inc. He has prior experience at H.D. Vest Advisory Services and related entities, and he is also involved with Squire S. Burke, Inc. and IronTree Insurance Services, where he provides tax preparation and insurance services. Irontree Wealth Management offers financial planning, portfolio management, and investment consultation to individual investors, small businesses, and institutional clients. The firm employs a Modern Portfolio Theory-based investment approach with diversified, primarily passive allocations, and integrates tax, bookkeeping, and insurance services through affiliated businesses.

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.

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.

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.

Jeremie McKee is a financial advisor with Stonebridge Asset Management LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Springboard Capital Management, Inc. for 13 years before founding Stonebridge in 2017. In addition to his advisory role, McKee is a licensed insurance agent involved in insurance and annuity sales. Stonebridge Asset Management LLC is an independent, single-advisor firm providing discretionary portfolio management to individuals, trusts, estates, and business entities. The firm uses a blend of passive, fundamental, and active technical analysis strategies to manage portfolios tailored to client objectives and risk tolerances.

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.

Parth Bhatt is a financial advisor at Maaxiom Capital LLC in Fullerton, CA, holding a Series 65 designation with four years of industry experience. He also serves as Chief Investment Officer for the County of San Bernardino, overseeing treasury and fund management since 2016. Maaxiom Capital LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts and estates, institutional clients, and qualified retirement plans. The firm offers specialized retirement-plan advisory and investment-manager services, combining fundamental and technical analysis to develop client-specific investment programs.

James Erskine is a financial advisor at Corington Wealth with three years of industry experience. Prior to joining Corington Wealth, he worked at CERITY PARTNERS and Gamble Jones Investment Counsel. Corington Wealth provides advisory services to individuals and high-net-worth clients, offering portfolio management and comprehensive financial planning. The firm employs fundamental analysis and long-term trading strategies, alongside some higher-risk techniques, and uses documented client objectives and risk tolerance to guide investment decisions.

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.

Stephen Andrew is a financial advisor at Pacific Investment Counsel, Inc. with 35 years of industry experience. He has worked at Pacific Investment Counsel since 2016. Pacific Investment Counsel serves individual investors, retirement plans, and trusts by providing discretionary portfolio management focused on publicly traded securities. The firm emphasizes company-level fundamental analysis with attention to earnings relative to price and prefers lower-risk positions, managing client assets alongside its own holdings.

Joseph Vedell is a financial advisor at XWealth with a Series 66 designation and three years of industry experience. His work history includes roles at Centaurus Financial INC., Wealth Management Advisers, and California Pizza Kitchen. Outside of his advisory role, Vedell is a licensed life and health insurance independent agent and an owner of VikingX Capital LLC, a strategic consulting and partnership company. XWealth provides portfolio management, financial planning, and concierge consulting services primarily to individual and high-net-worth clients. The firm employs a multi-method investment approach incorporating fundamental, quantitative, technical, and charting analyses, and combines investment management with hourly financial planning and fixed-fee consulting services.

Brian Luhman is a CFP® certificant and financial advisor with two years of industry experience. He is the founder of Luhman Wealth Partners, an independent advisory firm based in Irvine, CA. Prior to establishing his firm, he held roles at Pitcairn Trust Company and The Vanguard Group, among others. Luhman Wealth Partners is a fee-only, state-registered investment adviser providing financial planning and portfolio management services to individuals, high-net-worth clients, business owners, charitable organizations, and businesses. The firm’s process focuses on tailoring investment policies and asset allocation to client goals and risk tolerance using a combination of fundamental, technical, and portfolio-construction techniques.

Mark Harvey is the principal of Mark T. Harvey Investments in Anaheim Hills, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been involved with Harvest Finance & Mortgage, Inc. since 2002 and also operates businesses in mortgage brokerage, insurance sales, and tax return preparation. Mark T. Harvey Investments serves a small client base primarily composed of individual investors, trusts, and other entities, offering ongoing financial planning, investment advisory services, and portfolio management. The firm employs a core passive investment approach using index and ETF mutual funds, tailored to clients’ life stage, tax considerations, and risk tolerance, while also providing financial coaching and quarterly consultations.

Daniel Holt is a financial advisor with Holt Investment Partners LLC in Newport Beach, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Oppenheimer and Pilot Catastrophe Services. Outside of his advisory work, he owns and operates an independent insurance brokerage, Amethyst Insurance Agency LLC, which offers life, long-term care, and annuity products. Holt Investment Partners provides investment advisory services primarily to individuals, families, trusts, estates, and small business owners. The firm employs a long-term, diversified investment strategy using ETFs, fixed-income securities, individual equities, and cash equivalents, and maintains client accounts at Charles Schwab for custody and trading.

David Lu is a CFP® with 14 years of industry experience and serves as the sole advisor at Lodestone Capital Solutions LLC in Torrance, CA. He has been with Lodestone Capital Solutions since 2011. In addition to his advisory role, Lu is licensed as an insurance agent and a real estate broker. Lodestone Capital Solutions provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers pension consulting and plan-sponsor services to small businesses, employing a tactical allocation strategy that uses fundamental analysis and a variety of instruments to manage risk and target improved performance.