George Zuluaga is a financial advisor with Avina Financial Group, Inc., holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked with firms including Sagepoint Financial, Inc. and WiseWealth Financial Advisors, and has operated as a licensed insurance agent since 2007. Avina Financial Group serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses, offering financial planning, portfolio management, and retirement plan consulting. The firm provides a wrap fee program with discretionary and non-discretionary management and emphasizes retirement plan services, participant education, and workshops.

Ryan Thomas is a financial advisor at Thomas Investment Advisors LLC in Orange, CA. He holds a Series 65 designation and has worked in the financial and accounting industries since 2018, including roles at Baker Tilly US, LLP, and Chapman University. He co-founded Thomas Investment Advisors LLC in 2025 and also has experience with Thomas & Thomas. Thomas Investment Advisors LLC provides discretionary investment management and wealth management services to individuals and high-net-worth clients. The firm focuses on long-term, fundamentally based portfolio construction using low-cost mutual funds, ETFs, and occasionally individual securities, while also offering separate tax and accounting services through an affiliated practice.

William Pugh is a Series 66 credentialed financial advisor with 21 years of industry experience. He is currently with Vela Consulting, LLC and has previously worked at Apriem Advisors and Columbia Capital Securities, Inc. In addition to his advisory role, he acts as an independent insurance agent for life, health, and disability insurance. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans, managing approximately $47 million in assets. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing diversification, long-term allocations, and periodic rebalancing, and offers customized portfolio management and financial planning services.

George Ayala is a financial advisor at Sackett Wealth Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, MassMutual Life Insurance/Capstone Partners, CAK International, and The University of New Mexico. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary investment advice focused on asset allocation across public and private securities, with a preference for passively oriented asset-class funds, and offers additional tax and consulting services through an affiliated accounting practice.

Brandon Boyd is a financial advisor at Legacy Advisory Group, Inc. in Santa Ana, CA, holding a Series 66 designation with 17 years of industry experience. His career includes roles at LPL Financial, Crown Capital Securities, and Heritage Planning Financial Group, where he is also co-owner of a tax preparation and accounting practice. Legacy Advisory Group, Inc. provides portfolio management and advisory services to individual, high-net-worth clients, and retirement plans. The firm utilizes a model-informed investment process overseen by an internal committee and offers both discretionary and non-discretionary account management through a range of program-based services.

Robert Kalter is the principal of Tres Wealth Management Group, LLC, an independent registered investment adviser based in Chino, CA, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes operating Kalter Insurance Services and serving as president of Kalter Financial Group, a CPA firm. Outside of investment advisory, he is actively involved in insurance sales and accounting services. Tres Wealth Management Group serves individuals, high-net-worth clients, and select corporate or business entities, managing approximately $57 million across 151 accounts. The firm provides tailored portfolio management and pension planning, employing a documented investment process that includes long- and short-term trading strategies and a combination of charting, fundamental, technical, and cyclical analysis.

Michael Lagos is a CFP® professional with 38 years of industry experience. He is the president of Lagos Wealth Advisors, where he has worked since 1995, and has also been affiliated with Madison Avenue Securities, LLC since 2022. In addition to his advisory role, he is involved in a referral business focused on securing R&D and ERC tax credits through partnerships with CPA and law firms. Lagos Wealth Advisors serves individual clients, including high-net-worth individuals, sponsoring organizations, and other entities by offering discretionary portfolio management, retirement plan consulting, and advisory referral services. The firm employs the AssetMark platform and third-party managers to implement customized investment strategies and manages a Next Level IRA program using a quantitative and qualitative scoring process for mutual funds.

West Cohan is a CFP®-certified financial advisor with 12 years of industry experience, currently serving at InvestLinc Wealth Services since 2013. He is also the founder and CFO of Lémore, a skincare products company. InvestLinc Wealth Services provides wealth and portfolio management to high-net-worth individuals, families, and related entities, offering customized investment implementation, comprehensive financial planning, and access to both traditional and alternative asset classes.

Michael Vaughn is a Series 65-licensed financial advisor with Vaughn Investment Advisors Inc. in Tustin, CA, where he has worked since 2007. He has 12 years of industry experience. Vaughn Investment Advisors Inc. is a fee-only registered investment adviser managing approximately $74.85 million in assets. The firm serves individuals, retirement accounts, trusts, pensions, profit-sharing plans, and corporations, using a team-based investment process that combines top-down macro analysis with bottom-up security selection and emphasizes diversification through ETFs and ETNs.

Steven Mansell is a financial advisor at Kodiak Capital Advisors LLC with five years of industry experience. He holds a Series 65 designation and has previously worked for the Los Angeles County Office of Education from 2006 to 2020 before retiring in 2020. Mansell has been with Kodiak Capital Advisors since 2021. Kodiak Capital Advisors LLC is a state-registered investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm uses fundamental analysis and may focus on small- and medium-cap securities, employing various investment strategies including stocks, bonds, ETFs, and options.

Brian Walker is a financial advisor at SVL Investment Management with 29 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for 22 years. Walker has held a Series 63 designation and has experience as a former insurance agent earning trailer commissions. SVL Investment Management is a boutique, research-oriented firm serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment approach that incorporates strategic asset allocation, monthly rebalancing, and a proprietary valuation model with a long-term horizon.

Ritwik Kumar is a financial advisor at Leyland Cypress, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at DBD Partners and RIGZ. Leyland Cypress, LLC provides investment monitoring and recommendation services primarily to individual clients and other entities, employing a quantitative ETF arbitrage strategy focused on asset allocation. The firm emphasizes daily account monitoring and frequent client reporting through a secure portal and quarterly written updates.

Armand Batocabe is a financial advisor at Golden State Capital Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work experience includes roles at LTNG Capital, X Capital Advisors, SecureVest Financial Group, and Wells Fargo Clearing, among others. Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, focusing on private and alternative investments such as private equity and venture capital. The firm employs a long-term, research-driven approach and offers non-discretionary portfolio management with customized due diligence on private placements.

Mark Shoemaker is a financial advisor with BSIAS Advisors, LLC in Anaheim, CA, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Peter P. Brown in real estate for 16 years and has been involved with Brown-Shoemaker, Investment Advisory Services, LLC since 2004 and Brown-Shoemaker, CPA's since 1979. BSIAS Advisors, LLC provides discretionary and non-discretionary portfolio management primarily for individuals, families, trusts, and retirement accounts. The firm follows a fundamental, long-term buy-and-hold investment philosophy with tailored asset allocations and plans to offer income tax preparation services to existing clients starting in 2025.

Richard Lederer is a financial advisor at Lederer & Associates Investment Counsel with 38 years of industry experience. He has been with the firm since its founding in 1986 in Long Beach, California. Lederer & Associates provides discretionary investment supervisory services to individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages equity, fixed-income, and balanced portfolios using distinct equity strategies focused on growth and income, maintaining concentrated portfolios with active monitoring and disciplined sell criteria.

Vladimir Pixa is a financial advisor with My Portfolio Guide, LLC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at firms including Deloitte, Fisher Investments, and Charles Schwab. He has been with My Portfolio Guide since 2010. My Portfolio Guide provides investment supervisory services to individual and high-net-worth clients, as well as pension and profit-sharing plans, using proprietary investment models and a mix of charting, fundamental, and technical analysis to tailor portfolios. The firm also includes financial planning and client education as part of its services.

Andrew Geller is a financial advisor at Quantumvest, Inc. in Los Alamitos, CA. He holds a Series 65 credential and has recently started his career, with experience beginning in 2025. Prior to joining Quantumvest, he worked in non-financial roles at Saxum Surgical and Allied Universal. Quantumvest serves individual and high-net-worth clients, trusts, estates, employer-sponsored retirement plans, and small businesses. The firm combines buy-and-hold portfolio construction with technical analysis and cycle-driven charting to guide timing and rebalancing decisions, and provides discretionary portfolio management, retirement plan consulting, and wealth-planning services.

William Davis III is a financial advisor at Pinnacle Capital Advisors with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including LPL Financial and Sentinel Stone Financial. Outside of advisory work, he is also licensed as an insurance agent. Pinnacle Capital Advisors provides non-discretionary financial planning and consulting primarily for individuals and high-net-worth clients, including family offices and corporate executives. The firm employs a long-term, fundamental investment approach and recommends third-party advisers for portfolio management, with client participation emphasized throughout the process.

Samuel Wida is a financial advisor with Stock Traders in Huntington Beach, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Stock Traders since 2000. Outside of his advisory role, he operates a certified tax preparation business from home. Stock Traders provides financial planning and individual portfolio management primarily to individual clients, as well as pension plans and businesses. The firm manages assets on a largely non-discretionary basis and employs a combination of fundamental, technical, quantitative, and asset-allocation methods across a range of investment types.

Richard Yang is a financial advisor at BOS Taurus with two years of industry experience. He holds a Series 65 credential and has previously worked at Brightwater Associates. Yang also serves as an Academic Dean for a private school. BOS Taurus provides ongoing portfolio management and standalone financial planning primarily for individual clients. The firm operates under a fiduciary standard, employing personalized Investment Policy Statements and discretionary portfolio management that includes mutual funds, ETFs, fixed income, real estate funds, annuities, and cryptocurrencies, utilizing both long- and short-term trading strategies.