Allen Drake is the sole advisor at Royale Investment Advisor LLC, an independent firm based in Lake Mathews, CA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to founding Royale in 2006, he has worked at UPS since 1988. In addition to advisory services, he sells life, health, and disability insurance to support clients' financial plans. Royale Investment Advisor LLC provides asset management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a long-term buy-and-hold investment approach while maintaining flexibility for shorter-term trades and manages most assets on a non-discretionary basis, requiring client approval for transactions.

Nan Cheng is a financial advisor at ValueTech Private Advisors with five years of industry experience. He holds a Series 65 designation and concurrently works in senior semiconductor material management at Microsoft Corporation. His prior experience includes eight years at Semtech Corporation. ValueTech Private Advisors offers portfolio management, customized financial planning, and business consulting to individual and small business clients, including a significant non-U.S. clientele. The firm employs a technology-focused investment approach that integrates value investing, active management, and Modern Portfolio Theory with tax-aware, globally diversified portfolios.

Richard Schultz is a CFP® with 21 years of industry experience and has managed Schultz Financial Management Corporation since 2003. He is based in Orange, CA, and holds a Series 63 license. Pacific Investment Research is an independent, fee-only registered investment adviser that provides comprehensive financial planning and portfolio management to individuals, families, and various institutional clients. The firm uses a combination of fundamental analysis and proprietary quantitative models to build customized portfolios across multiple asset classes and offers both core and tactical investment strategies.

Tu Tran is a CFP®-designated financial advisor with 27 years of industry experience. He is the founder and principal of Crosspoint Financial, LLC, where he has worked since 2017, and he previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Tran is also affiliated with Alexander Capital, LP and Purshe Kaplan Sterling Investments. Crosspoint Financial, LLC provides asset management, financial planning, and retirement plan consulting to individual investors, including high-net-worth clients, and employer-sponsored plans. The firm manages $138.4 million in discretionary assets and serves 264 client relationships, using a broad investment toolkit and a fiduciary advisory approach.

Narriman Haddad Diep is a financial advisor at Value Resources Financial Group, LLC with three years of industry experience. She holds a Series 65 designation and is also the owner of a CPA tax advisory firm, Value Resources CPAs P.C., which she has been involved with since 2011. Value Resources Financial Group, LLC provides portfolio management, pension plan consulting, and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a range of investment methods and acts as a fiduciary for retirement accounts, focusing primarily on consulting and non-discretionary advisory services.

Michael Martinez is a CFP® with 16 years of industry experience, currently serving as the sole advisor at LLG Wealth Management since 2017. He previously worked at Ameriprise Financial Services, Inc. for six years. Outside of financial advising, he owns and operates Document Protection Service, a document scanning and online storage business. LLG Wealth Management provides wealth management and financial planning services to individuals, trusts, charitable organizations, corporations, and other advisers. The firm uses a combination of fundamental and technical analysis alongside modern portfolio principles and offers educational seminars in addition to personalized planning.

Kathleen Harney is a financial advisor at Pacific Wealth Care Inc. in Yorba Linda, CA, with 26 years of industry experience. She holds a Series 66 designation and has worked at Pacific Wealth Care since 2000, following a tenure at 1st Global Capital Corp. She also operates a CPA firm, Kathleen Harney Acct Corp, providing tax returns and tax planning services. Pacific Wealth Care Inc. offers financial planning and portfolio management to individuals and families, including high-net-worth clients, with an emphasis on client-directed, non-discretionary management. The firm integrates investment advisory with accounting services through its affiliated CPA practice.

Eric Aragon is a financial advisor with Aragon Advisors in Corona, CA, holding a Series 65 designation and four years of industry experience. He has worked at Cambridge Investment Research Advisors and operates an accounting firm, Aragon Accounting Corp, where he is the founder and a CPA. In addition to his advisory work, he is active in accounting services. Aragon Advisors serves individuals, high-net-worth clients, business owners, and entities, providing investment advisory and financial planning services, including retirement-plan consulting. The firm integrates investment advice with affiliated accounting and insurance services, managing most assets on a non-discretionary basis and emphasizing ERISA 3(21) fiduciary support for plan sponsors.