Zachary Seidman is a financial advisor at Phase Line Financial, an independent advisory firm. He holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to founding Phase Line Financial in 2023, he worked at Barrett Financial Group and several mortgage and insurance firms. He is also a licensed life insurance agent, dedicating part of his professional time to insurance sales. Phase Line Financial provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a tailored investment approach combining passive management with fundamental and technical analysis within a Modern Portfolio Theory framework.

William Buckingham is a CFP® and holds a Series 63 license, operating as the sole advisor at W. C. Buckingham, CPA in Arroyo Grande, CA. He has been with the firm since 1993, totaling 33 years of experience in accounting and investment advisory services. W. C. Buckingham, CPA is a fee-only accounting and investment advisory practice serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach combining passive index funds and ETFs with selective active managers, and offers both project-based financial plans and ongoing advisory services integrated with accounting and tax considerations.

Thorne O Connell is a financial advisor at X Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, Pomona College, Sallie Mae, and Pennsylvania State Employees Credit Union. X Advisors, LLC is a seven-advisor team managing approximately $190 million for about 275 clients, including individuals, trusts, estates, business entities, and retirement plans. The firm offers a range of wealth management and financial planning services, employing fundamental, technical, quantitative, and sector analysis to construct and continuously monitor diversified portfolios.

Nicholas Mazorra is a CFP® professional at Private Wealth Advisors with 18 years of experience. He has worked at Private Wealth Advisors since 2008. Private Wealth Advisors provides discretionary portfolio management, financial consulting, and pension consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm constructs portfolios based on individual objectives and risk tolerances, employing fundamental analysis and a long-term purchase orientation, while incorporating options for hedging and strategic purposes when appropriate.

Alexander Koury is a financial advisor with X Advisors, LLC and holds Series 63 and Series 65 licenses. He has been working in the financial services industry since 2022 and also owns and manages a consulting firm focused on online media marketing. His prior work experience includes roles outside finance such as at Crunch Fitness and Texas Roadhouse. X Advisors, LLC is a seven-advisor team managing approximately $189.9 million for about 275 clients, including individuals, trusts, estates, business entities, and retirement plans. The firm offers a range of services including asset management, financial planning, and defined contribution plan consulting, using a variety of investment approaches and continuously monitoring portfolios to align with client goals.

Brittany Damico is a financial advisor at Natural Investments with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including O-Six Impact Partners LLC and ACA Global. Outside of her advisory career, she has worked as a yoga instructor since 2019. Natural Investments is a values-focused advisory firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm manages approximately $2.05 billion and emphasizes asset-class diversification and socially responsible investments within a long-term, Modern Portfolio Theory-based framework.

Dennis Jackson is a financial advisor at Southland Equity Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc., FSC Securities Corporation, and has operated D&J Jackson & Associates, Inc. since 2003. Outside of financial advising, he teaches massage therapy and compassionate communication and is a fine art photographer. Southland Equity Partners advises individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers financial planning, direct asset management, and retirement plan consulting, using a combination of fundamental and technical analysis to manage mostly discretionary portfolios.

Irene Timmons is a financial advisor at Monarch Wealth Strategies with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Monarch Wealth Strategies since 2018, following a tenure at LPL Financial beginning in 2005. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, pension and profit-sharing plans, and brokerage customers. The firm focuses on clients with at least $750,000 in investible assets and employs a range of investment strategies including asset allocation, tax-loss harvesting, and use of mutual funds, ETFs, individual securities, and alternative instruments on a case-by-case basis.

Coleen Edwards is a financial advisor at Weinberger Asset Management, Inc with 34 years of industry experience. She holds a Series 63 designation and has worked at Robert K Hather and Wells Fargo Advisors prior to her current role. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm tailors portfolios based on individual goals and risk tolerance, employing a mix of fundamental, quantitative, technical, and modern portfolio theory analysis, and manages approximately $444 million in discretionary assets with a small advisory team.

James Jackson is a financial advisor at Southland Equity Partners, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities from 2011 to 2023 and OSAIC since 2023. Jackson also serves as Vice President of D&J Jackson & Associates, Inc., where he focuses on clients' life insurance needs. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis to create customized portfolios, primarily managed on a discretionary basis.

Suzette Rothberg is a CFP® with 36 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2017. She previously worked at Prestige Wealth Management and Securities America Inc. Rothberg also owns Suzette Rothberg Consulting LLC, where she provides practice management consulting and professional speaking engagements focused on communication skills for financial advisors. Additionally, she volunteers with the Foundation for Financial Planning, offering pro-bono financial planning services to cancer patients. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach centered on Modern Portfolio Theory and strategic asset allocation, and it offers a range of services including investment management, retirement planning, and ERISA consulting.

Robert Ogden is a CFP® professional with 28 years of industry experience. He is currently with Golden State Wealth Management, LLC and has prior experience running Ogden Wealth Management & Planning Services, LLC, as well as providing CPA services. Ogden continues to maintain his CPA credentials alongside his financial advisory practice. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities through discretionary asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and offers tailored advice based on client objectives and risk tolerance, operating a multi-branch structure with several affiliated registered advisers.

Patricia Phipps is a financial advisor with Kovack Advisors, Inc. in Grover Beach, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Kovack Advisors and Kovack Securities since 2018 and previously spent nine years at Mutual Securities Inc. Phipps is also a licensed insurance agent in California, dedicating a portion of her time to related activities. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, while also offering third-party manager recommendations, financial planning, and account aggregation services.

David Ogden is a financial advisor at Golden State Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, LLC since 2019. Prior to that, he operated Ogden Wealth Management & Planning Services, LLC and spent 17 years with the Santa Maria Joint Union High School District. Outside of finance, he is also a musician. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities by providing discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Christopher Bleuher is a financial advisor at CW Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Domus Capital Group, LLC from 2012 to 2020. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, private funds, and other registered investment advisers. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and environmentally conscious strategies, and offers wealth management, retirement plan advisory, and sub-advisory services.

Karen Cassidy is a financial advisor with Financial Gravity Family Office Services, LLC, holding a Series 65 credential and four years of industry experience. She is also the President of Clark & Cassidy, a separate accounting and tax services business she has led since 2013. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios while maintaining client oversight.

Nicholas Boetjer is a financial advisor at Arete Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo in various capacities from 2005 to 2021 before joining Arete Wealth Advisors in 2021. He is also involved in fixed insurance sales on a part-time basis. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and third-party money managers into its offerings.

Stephen Maguire is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 53 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he co-owns SM2 Trust, LLC, a professional fiduciary services firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, retirement plan consulting, and a platform that supports operations, trading, technology, compliance, and practice management.

Sean Maguire is a financial advisor with Commonwealth Financial Network in Arroyo Grande, CA, holding a Series 66 designation and nine years of industry experience. He has been with Commonwealth since 2016 and is co-owner of Maguire Investments, a private entity involved in securities, advisory, and insurance business. Outside of his advisory work, he is also a licensed residential real estate sales agent in San Luis Obispo, CA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

John Paul Stornetta is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is a co-owner of Maguire Investments, LLC. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios with a broad range of securities and insurance products.