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 with Sagent Wealth Management, holding Series 65 and Series 66 licenses and bringing six years of industry experience. Her work history includes positions at Sagent Capital, HomeMaker, Whirlpool, UBS Financial Services, and Morgan Stanley. Sagent Wealth Management provides wealth management and advisory services to individuals, families, trusts, retirement plans, businesses, non-profits, and family offices. The firm combines investment management with financial, retirement, and estate planning, offering both discretionary and non-discretionary portfolio management through proprietary models, customized portfolios, and third-party managers.

Marilyn Horsley is a financial advisor with Bell & Brown Wealth Advisors, LLC, holding a Series 66 credential and bringing 15 years of industry experience. She has been with Bell & Brown Wealth Advisors since 2015. Bell & Brown Wealth Advisors, LLC provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million across 500 client relationships. The firm employs fundamental analysis and a long-term purchase strategy focused on large-cap equities and investment-grade fixed income, and it distinguishes itself with a wrap fee program and a high level of assets managed per advisor.

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.

Noah Kiedrowski is a Series 65 registered advisor with Unity Wealth Partners, bringing five years of industry experience. He has held roles at firms including Stock Options Dad, LLC, and has full-time employment as a Quality Control Manager at Dendreon Pharmaceuticals. Unity Wealth Partners serves individual and high-net-worth clients with discretionary investment management and financial planning, combining multiple analysis techniques with Modern Portfolio Theory and a mix of active and passive strategies. The firm commonly uses outside managers and operates with discretionary trading authority on client accounts.

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 with Pacific Financial Planners, LLC in Laguna Niguel, CA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Western International Securities, Inc. and Wells Fargo Clearing prior to his current role. He also conducts financial education workshops and seminars. Pacific Financial Planners provides portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, and charitable organizations. The firm uses a purpose-based investing process and combines RIA asset management with licensed insurance brokerage activities, offering educational workshops and managing assets on both discretionary and non-discretionary bases.

Donald Campbell is a financial advisor at Twenty-Five Capital Partners with 42 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC, where he spent 14 and 11 years respectively. He holds Series 63 and Series 65 designations. Twenty-Five Capital Partners provides discretionary and non-discretionary investment management and portfolio construction services to individuals, high-net-worth clients, trusts, retirement plans, and corporate entities. The firm combines top-down macroeconomic analysis with bottom-up security selection in a core-and-satellite framework, offering access to ETFs, mutual funds, private placements, and alternative investments.

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 Series 66 licensed financial advisor with 17 years of industry experience. He is currently with Fairway Capital Advisors in Newport Beach, CA, where he has worked since 2021. His prior roles include positions at Purshe Kaplan Sterling Investments, UBS Financial Services, and Merrill. Fairway Capital Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, and employer retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, typically operating on a non-discretionary basis with an emphasis on client approval and periodic monitoring.

James Oghigian is a financial advisor with Pavion Blue Capital, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Pavion Blue Capital provides discretionary and non-discretionary portfolio management, retirement plan consulting, and advisory services to a diverse client base including high-net-worth individuals, trusts, and charitable organizations. The firm employs an opportunistic, value-oriented investment philosophy focused on long-term total return and customizes portfolios using fundamental analysis.

Keith Bong is a CFA® charterholder with 24 years of industry experience. He has worked at Sidoxia Capital Management, LLC since 2014 and previously spent 12 years at Topper Capital Management, Inc. Bong is also a CPA who provides accounting and tax services seasonally and may teach college-level finance courses. Additionally, he serves as a managing member of a private investment company, Portola Capital Group LLC. Sidoxia Capital Management provides investment advice primarily to individual investors, including high-net-worth and accredited clients, as well as select institutional accounts. The firm employs Fusion strategies that combine low-cost ETFs, individual equities, and fixed income, emphasizing long-term holding periods and tax-aware management.

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 45 years of industry experience. He has worked at Professional Financial Advisors Inc. since 1983, as well as at NPB Financial Group, LLC and Independent Financial Group, LLC. Mann also serves as an officer and director for Pacific Corporate Consultants, Inc., a pension services firm. Professional Financial Advisors, Inc. serves individual clients, including high-net-worth individuals and business owners, providing comprehensive financial planning, retirement, estate, and tax analyses along with portfolio asset management. The firm employs a conservative, allocation-driven investment approach with client-directed, non-discretionary management and integrates tax and accounting expertise into its advisory process.

Lantz Bell is a financial advisor at Bell & Brown Wealth Advisors, LLC with 43 years of industry experience. He has worked at Bell & Brown Wealth Advisors since 2015 and previously spent nine years at RBC Capital Markets. He serves as a board member for North East of the Well, a ministry focused on issues related to women, including human trafficking, addiction, and abuse. Bell & Brown Wealth Advisors provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million across 500 client relationships. The firm employs a long-term investment strategy focused on fundamentally analyzed large-cap equities and investment-grade fixed income, and is noted for its role as a wrap fee program sponsor and the high assets and client relationships managed per advisor.