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.

Janet Larsen is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been the sole advisor at Step Financial Services, LLC since 2014. Step Financial Services, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes a long-term trading orientation with fundamental analysis and operates mostly on a non-discretionary basis, focusing on a small client base and maintaining detailed Investment Policy Statements for all accounts.

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 20 years of industry experience, currently serving as the sole advisor at American Strategic Capital. He has worked extensively with Sector Logic LP and American Strategic Capital since 2012. Outside of his advisory roles, Rother is CEO of Top Decile, Inc., a legal entity established to provide a buffer between American Strategic Capital and Sector Logic. American Strategic Capital offers asset management and portfolio review services, as well as investment research and strategy tools to wealth managers and institutional investors. The firm employs proprietary quantitative models focused on industry sector rotation and dynamic asset allocation, including strategies that utilize leveraged funds, options, and margin.

Stephen Andrew is a financial advisor at Pacific Investment Counsel, Inc. with 36 years of industry experience. He has worked at Pacific Investment Counsel in two periods totaling 25 years and spent 14 years at Clifford Swan Investment Counsel. Pacific Investment Counsel primarily serves individual investors, retirement plans, and trusts by providing discretionary portfolio management focused on fundamental company analysis and lower-risk positions. The firm manages client accounts directly, emphasizing alignment by investing personally alongside clients and maintaining a small, long-tenured operation.

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.

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.

Jason Zhao is the sole advisor at MinorKey Management in Corona Del Mar, CA, holding Series 63 and Series 65 designations with nine years of industry experience. He has led MinorKey Management since its founding in 2016. MinorKey Management provides discretionary portfolio management primarily for pooled and institutional vehicles, while also serving individual and high-net-worth clients. The firm employs a value-oriented, event-driven, long/short strategy combining bottom-up fundamental research with a proprietary quantitative model, managing concentrated portfolios across various geographies and market capitalizations.

Amirreza Kayyal is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Fusion Financial. He has been with Quest Capital Strategies since 2011. Outside of his advisory role, Kayyal is involved in brokering residential real estate and originating mortgages as a 100% owner of a related non-security business. Fusion Financial provides portfolio management and financial planning services primarily to individual clients, with occasional work for small businesses and nonprofits. The firm employs a combined fundamental and technical investment approach and offers both discretionary and non-discretionary account management tailored to client goals and risk tolerance.

Joseph Kogon is a financial advisor at Parkwood Capital Management LLC in Newport Beach, CA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Ready Medi Inc., Adelante Medical Group, US Bank, and Grupo Karims. Parkwood Capital Management provides discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients. The firm uses a variety of analytical methods and investment vehicles, including ETFs, mutual funds, fixed income, and alternative strategies, while acting as a fiduciary for retirement plan accounts and IRAs.

Paul Hegener is the principal advisor at Veraison Asset Management, LLC in Newport Beach, CA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Veraison Asset Management and related entities since 2008. Outside of his advisory role, he is a part-owner of Safer Sports, Inc. and serves as Chief Risk Officer at Asterozoa Management. Veraison Asset Management provides discretionary portfolio management primarily to high-net-worth individuals, trusts, estates, and small institutions. The firm integrates fundamental, quantitative, and technical analysis to manage client portfolios across a range of asset classes, including equities, fixed income, ETFs, mutual funds, and alternative investments.

Vinee Mehta is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Truly Unbiased LLC. Her prior roles include positions at Nectarine, OneEleven, Origin Financial, Strome Group Inc, and Combs Enterprises. Truly Unbiased LLC provides financial planning and consulting services to individuals, high-net-worth clients, and business entities through flat-fee or hourly engagements. The firm operates on a primarily non-discretionary basis and focuses on tailored financial plans without managing or custodizing client investment accounts.

Geoffrey Fellows is a financial advisor at Embarcadero Capital Advisors, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at firms including LPL Financial, Royal Alliance, and Edward Jones. In addition to his advisory role, he is an independent insurance agent. Embarcadero Capital Advisors provides advisory services to individuals, trusts, estates, corporations, and employee benefit plans. The firm focuses on primarily long-term portfolio management with the flexibility to apply short-term tactical strategies, integrating tax-aware advice supported by licensed tax preparers.

Frank Lupu is a financial advisor at Lupu Financial in Westlake Village, CA, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Securities America and Cooper Financial Group. In addition to advisory work, he is active as an insurance agent through Lupu Insurance Services. Lupu Financial serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management alongside financial planning and consulting. The firm employs a combination of top-down macro analysis with fundamental and technical approaches and manages accounts on a discretionary basis with regular reviews.

Jason Hathaway is the principal of Hathaway Capital Management, LLC, an independent registered investment adviser based in Newport Beach, CA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Hathaway has held investment roles at several firms, including Legacy Wealth Advisors and Path Capital Partners, and serves as a partner and investment professional on multiple private investment vehicles. Hathaway Capital Management oversees approximately $41 million for around 25 clients, offering discretionary portfolio management and outsourced chief investment officer consulting services to individuals, corporations, multi-family offices, and other advisers. The firm employs a fundamentally driven, long-term investment approach, constructing portfolios from individual securities and conducting due diligence on private investments as part of its service offerings.